Customer Service Representative – Financial Services

TEKsystems; Fort Mill (SC); Hybrid; USD 28,000 - 39,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) Retirement Plan

Life Insurance

Disability coverage

Health Spending Account (HSA)

Transportation benefits

Employee Assistance Program

Time Off/Leave

Job summary

TEKsystems in Fort Mill, SC is seeking a customer-focused Customer Service Representative to support financial services clients and deliver an exceptional service experience. The ideal candidate thrives in a fast-paced environment, enjoys problem-solving, and is passionate about client service.

This contract-to-hire role offers a hybrid work arrangement in Fort Mill, with opportunities to handle annuity applications, resolve issues, and collaborate with internal teams to ensure timely

Qualifications

• 2+ years of customer service experience for a financial services company.
• Strong verbal and written communication skills.
• Excellent problem-solving and analytical abilities.
• Strong attention to detail and organizational skills.
• Ability to work effectively in a fast-paced, deadline-driven environment.
• Proven ability to collaborate and work well within a team.

Responsibilities

• Handle inbound calls from Financial Advisors, assistants, and internal service partners while delivering world-class customer service.
• Support annuity application processing and resolve issues related to annuity purchases, transfers, and corrections.
• Provide accurate and timely information regarding annuity products, policies, procedures, and system functionality.
• Process annuity transactions through the organization’s annuity order entry platform.
• Research and resolve inquiries while ensuring a positive customer experience.
• Escalate complex issues as appropriate and collaborate with internal teams to ensure timely resolution.
• Maintain detailed documentation of client interactions, inquiries, and resolutions in accordance with company policies and regulatory requirements.
• Develop and maintain a strong understanding of annuity products and be able to explain key features, benefits, and differences among available offerings.
• Follow established schedules and adhere to customer service center operating hours.
• Partner with internal stakeholders to address escalations and adapt to operational, procedural, and compliance-related changes.
• Contribute to continuous improvement efforts that enhance service quality and operational efficiency.

Skills

Customer service

Financial services

Problem-solving

Attention to detail

Teamwork

Communication

Job description

We are seeking a customer-focused and detail-oriented Customer Service Representative to support financial services clients and deliver an exceptional service experience. The ideal candidate thrives in a fast-paced environment, enjoys problem-solving, and is passionate about delivering outstanding client service.

Key Responsibilities

• Handle inbound calls from Financial Advisors, their assistants, and internal service partners while delivering world-class customer service.

• Support annuity application processing and resolve issues related to annuity purchases, transfers, and corrections.

• Provide accurate and timely information regarding annuity products, policies, procedures, and system functionality.

• Process annuity transactions through the organization’s annuity order entry platform.

• Research and resolve inquiries while ensuring a positive customer experience.

• Escalate complex issues as appropriate and collaborate with internal teams to ensure timely resolution.

• Maintain detailed documentation of client interactions, inquiries, and resolutions in accordance with company policies and regulatory requirements.

• Develop and maintain a strong understanding of annuity products and be able to explain key features, benefits, and differences among available offerings.

• Follow established schedules and adhere to customer service center operating hours.

• Partner with internal stakeholders to address escalations and adapt to operational, procedural, and compliance-related changes.

• Contribute to continuous improvement efforts that enhance service quality and operational efficiency.

Qualifications

• 2+ years of customer service experience for a financial services company.

• Strong verbal and written communication skills.

• Excellent problem-solving and analytical abilities.

• Strong attention to detail and organizational skills.

• Ability to work effectively in a fast-paced, deadline-driven environment.

• Proven ability to collaborate and work well within a team.

Job Type & Location

This is a Contract to Hire position based out of Fort Mill, SC.

Pay and Benefits

The pay range for this position is $24.13 – $24.13/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan — Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in Fort Mill,SC.

Application Deadline

This position is anticipated to close on Aug 24, 2026.

About TEKsystems

We’re partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That’s the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.